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Expert insights about what to do in an acquisition

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Manage episode 378592462 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Buying a practice requires research, communication, and much, much more. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain essential ways for you to set the course for business acquisition success. Episode breakdown: 0:35–Dedicating the necessary time for each step in the process 2:55—Developing simplicity and know-how 3:18—Establishing both clarity and cultural fit 5:11—Asking questions and listening, just as you would with a client 7:44—Adapting when a seller changes their mind about something Listen to the monthly series, MDRT Presents: @mdrtpresents
  continue reading

149 episoade

Artwork
iconDistribuie
 
Manage episode 378592462 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Buying a practice requires research, communication, and much, much more. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain essential ways for you to set the course for business acquisition success. Episode breakdown: 0:35–Dedicating the necessary time for each step in the process 2:55—Developing simplicity and know-how 3:18—Establishing both clarity and cultural fit 5:11—Asking questions and listening, just as you would with a client 7:44—Adapting when a seller changes their mind about something Listen to the monthly series, MDRT Presents: @mdrtpresents
  continue reading

149 episoade

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